Business Development Manager - Wealth Management

Business Development Manager - Wealth Management 4 days ago Be among the first 25 applicants

Base pay range : $120,000.00 / yr - $130,000.00 / yr

Business Development Manager – Wealth Management and Insurance Planning

The Business Development Manager plays a key role in driving firm growth by helping advisors attract new clients, schedule meetings, and generate qualified opportunities. This individual will proactively engage prospects, manage outreach campaigns, and collaborate with advisors to expand the firm's network of target households. Success in this role requires strong communication skills, attention to detail, and a disciplined approach to daily outreach and relationship management.

About our firm Sentry Hill Financial Advisors is a Boston-based advisory firm within the Northwestern Mutual Private Client Group, serving business professionals, business owners, and high-net-worth individuals across the United States.

We provide comprehensive, tailored financial planning and wealth management strategies that address complex needs around investing, tax efficiency, and multi-generational wealth protection.

Our firm values integrity, precision, and collaboration, and our team of advisors and specialists works closely to ensure every client receives personalized, high-quality service.

Responsibilities Conduct proactive outreach to prospective clients via phone and email to generate new meetings.

Maintain and manage a clean, up-to-date call and contact list.

Assist advisors with scheduling and follow-up for prospective client meetings.

Ensure timely, professional, and clear communication at every touchpoint.

Demonstrate familiarity with financial planning concepts and target markets.

Build and maintain feeder lists targeting specific companies and executives.

Research and input new prospect data accurately into the firm's CRM system.

Collaborate with advisors to develop and execute business development strategies.

Organize and manage ad hoc projects to streamline prospect outreach and marketing initiatives.

Track outreach metrics and assist in refining business development processes.

Qualifications 1–2+ years of sales or business development experience.

Ability to manage and maintain a high volume of outreach per day.

FINRA SIE, Series 7, 63, and 65 and / or 66 licenses preferred but not required for hire.

Life, Accident, and Health Insurance licenses preferred but not required for hire.

Knowledge or experience with financial planning and wealth management preferred.

Growth Path This position offers significant professional growth within a leading private client advisory practice. The Business Development Manager will gain hands-on experience in client acquisition, business strategy, and financial planning. With strong performance, this role provides a clear path to becoming a Lead Advisor, Advisor, or even a Partner within the firm.

Benefits Expected total earnings - $120,000-130,000 / year (base salary : $60,000-$70,000 / year)

Unlimited Paid Time Off

401(k) with 3% match

Hybrid Schedule – 2 days in the office, 3 days remote

Collaboration & Team Cohesion : Builds strong, supportive relationships and contributes to a close-knit, purpose-driven team environment.

Work Ethic & Accountability : Demonstrates reliability, commitment, and ownership of responsibilities; consistently delivers high-quality results.

Positive Attitude : Approaches each day with optimism, professionalism, and resilience; fosters an encouraging and productive workplace.

Open & Respectful Communication : Engages in honest, transparent, and considerate communication that strengthens trust and mutual respect within the team.

Employment Details Seniority level : Associate

Employment type : Full-time

Job function : Business Development

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